Jeb Jarrell (CAP, CFP®, CRPC®)

Jeb Jarrell focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Millennials

Planning Specialties

My goal is to help clients maximize their return on life by aligning their wealth and ideals. Wealth is more than just money. It’s the sum of our time, talents, and treasures. My clients want to use their wealth to make the world a better place.

To that end, I will still be working with my clients on traditional financial planning topics such as retirement projections, tax-efficient withdrawal strategies, Social Security maximization, and protection planning, but I will also be offering guidance on topics such as charitable gifting and socially responsible investing. Your money, including your investments, should reflect your values.

Additional Information

Having grown up in eastern Kentucky, I learned the value of hard work early on in life. The value of integrity was emphasized from an early age. I founded Plentiful Wealth to bring an expert, transparent and straightforward approach to wealth management. My mission is to guide my clients to a fulfilling life by aligning their values and their money. ?

So what are my core values? Integrity, diligence, and competence. I learned these values from my father and I intend to pass them on to my son. I believe a handshake is a promise, few things are more important than attention to detail, and professional competence is non-negotiable.

NAPFA Start Date

March 22, 2021

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This Office

1627 Greenup Ave Suite 217 Ashland, KY 41101-7764 Phone: (606) 775-0246